Preparing for a competitive peace with China is more nuanced and complicated than preparing for conflict, argues the Center for Maritime Strategy's Benjamin Mainardi.
Early results from a DC think tank's wargame suggest the US would prevail in defending Taiwan from China, but at a heavy cost that would leave it ill-prepared for new threats from Russia or Iran.
iShares MSCI Taiwan Capped ETF (EWT) is exposed to Taiwan's geopolitical risk and the probability of a long-term downturn in semiconductor returns. Read more.
Above everything else there is the fundamental discussion of how will the rising power of China and the still mighty but relatively fading power of the United States compete.